Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $422,235 | $148,629+184.1% | $135,982+210.5% | $139,487+202.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.55% | 79.33%-53.8pp | 68.32%-42.8pp | 373.84%-348.3pp |
| Employer contribution / active EE | $5,347 | $5,247+1.9% | $4,859+10.0% | $4,755+12.5% |
| Participant deferral / active EE | $13,266 | $8,102+63.7% | $7,760+71.0% | $6,713+97.6% |
| Admin fee / account holder | $29 | $12,406-99.8% | $10,767-99.7% | $11,407-99.7% |